Austin Vealey, financial advisor Ocala FL

Austin Vealey

CRD Number: 6366767
Current Firm: Lincoln Financial Securities Corporation

Austin Vealey (CRD# 6366767) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Ocala, FL and has over 9 years of experience in the finance industry.

Similar Advisors
Denise Adams-Mccauley, financial advisor Ocala FL
Denise J. Adams-Mccauley
CRD# 2882852
Pnc Investments
Similar Advisors
Tracy Alm, financial advisor Ocala FL
Tracy M. Alm
CRD# 3271499
Raymond James & Associates, Inc.
Similar Advisors
Patrick Ashe, financial advisor Ocala FL
Patrick M. Ashe
CRD# 6436659
J.p. Morgan Securities LLC
Company Name Location Dates Years
Lincoln Financial Securities Ocala, FL Dec 2020 - Current 3
Acorn Tax And Wealth Advisors LLC Ocala, FL Jan 2015 - Current 9
J.w. Cole Financial, Inc. Tampa, FL Jul 2015 - Aug 2020 5
J. W. Cole Advisors, Inc. Tampa, FL Jul 2015 - Aug 2020 5
Money Concepts Capital Corp Palm Beach Gardens, FL Jul 2014 - Jul 2015 1
Baker Financial Group Ocala, FL Aug 2013 - Dec 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Austin K. Vealey
Phone Number: 800-237-3813
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.